ENABLE TASK CREATION ON THE KEY RESULT PAGE
martin2020-10-20T22:42:12+00:00ENABLE TASK CREATION ON THE KEY RESULT PAGE If you can see the Tasks tab but you can’t see the component to create a Task like in the image [...]
July 2020
HOW TO GRANT LOGIN ACCESS
martin2020-10-20T22:50:23+00:00HOW TO GRANT LOGIN ACCESS? Salesforce Classic Choose one of the following: Navigate to Setup --> My Personal Information --> Grant Login Access Navigate to Your Name --> My Settings --> Personal --> Grant Account Login Access Use the Access Duration picklist to [...]
January 2020
SHARING REPORT & DASHBOARDS FOLDERS IN AXY OKR
martin2020-10-19T18:40:09+00:00SHARING REPORT & DASHBOARDS FOLDERS IN AXY OKR Go to Axy OKR Setup Go to the Check-in & Pulse section Activate Enable Check In Select a day and hour [...]
August 2019
HOW ARE PERMISSIONS MANAGED BY AXY OKR?
martin2021-04-28T10:23:12+00:00HOW ARE PERMISSIONS MANAGED BY AXY OKR? In Axy OKR you have three Permission Sets to assign to users with different functions and permissions: Axy OKR – User. This [...]
WHAT SHOULD I CONFIGURE AFTER INSTALLING AXY OKR?
martin2020-10-19T17:54:33+00:00WHAT SHOULD I CONFIGURE AFTER INSTALLING AXY OKR? Once you have installed Axy OKR, you have to:Assign licensesAssign Permissions SetsShare the Reports & Dashboards foldersEnable the Axy OKR Notification Type to [...]